Latest Financial Perspectives, Inc Stock Portfolio
Financial Perspectives, Inc Performance:
2025 Q3: 4.74%YTD: 8.56%2024: 13.05%
Performance for 2025 Q3 is 4.74%, and YTD is 8.56%, and 2024 is 13.05%.
About Financial Perspectives, Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Financial Perspectives, Inc reported an equity portfolio of $360.6 Millions as of 30 Sep, 2025.
The top stock holdings of Financial Perspectives, Inc are MDT, VAW, VIGI. The fund has invested 5.7% of it's portfolio in MEDTRONIC PLC and 5.7% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off CENTERSPACE (CSR), SKECHERS U S A INC (SKX) and GLOBAL X FDS (AGNG) stocks. They significantly reduced their stock positions in ROSS STORES INC (ROST), ALPS ETF TR (ACES) and ROBLOX CORP (RBLX). Financial Perspectives, Inc opened new stock positions in UBER TECHNOLOGIES INC (UBER), CAPITAL GROUP GLOBAL EQUITY and WOODWARD INC (WWD). The fund showed a lot of confidence in some stocks as they added substantially to KELLANOVA (K), FASTENAL CO (FAST) and CONSTELLATION ENERGY CORP (CEG).
The top stock holdings of Financial Perspectives, Inc are MDT, VAW, VIGI. The fund has invested 5.7% of it's portfolio in MEDTRONIC PLC and 5.7% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off CENTERSPACE (CSR), SKECHERS U S A INC (SKX) and GLOBAL X FDS (AGNG) stocks. They significantly reduced their stock positions in ROSS STORES INC (ROST), ALPS ETF TR (ACES) and ROBLOX CORP (RBLX). Financial Perspectives, Inc opened new stock positions in UBER TECHNOLOGIES INC (UBER), CAPITAL GROUP GLOBAL EQUITY and WOODWARD INC (WWD). The fund showed a lot of confidence in some stocks as they added substantially to KELLANOVA (K), FASTENAL CO (FAST) and CONSTELLATION ENERGY CORP (CEG).
Financial Perspectives, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Financial Perspectives, Inc made a return of 4.74% in the last quarter. In trailing 12 months, it's portfolio return was 9.96%.
New Buys
| Ticker | $ Bought |
|---|---|
| uber technologies inc | 248,746 |
| capital group global equity | 35,101 |
| woodward inc | 30,325 |
| grayscale coindesk crypto | 12,354 |
| analog devices inc | 12,285 |
New stocks bought by Financial Perspectives, Inc
Additions
| Ticker | % Inc. |
|---|---|
| fastenal co | 413 |
| constellation energy corp | 368 |
| capital grp fixed incm etf t | 142 |
| capital grp fixed incm etf t | 129 |
| hdfc bank ltd | 100 |
| deere & co | 94.84 |
| waste mgmt inc del | 87.64 |
| vanguard index fds | 81.72 |
Additions to existing portfolio by Financial Perspectives, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| alps etf tr | -79.54 |
| pulte group inc | -39.02 |
| american elec pwr co inc | -20.35 |
| ishares tr | -20.32 |
| solventum corp | -18.97 |
| northrop grumman corp | -17.86 |
| netflix inc | -12.96 |
| chevron corp new | -12.41 |
Financial Perspectives, Inc reduced stake in above stock
Sold off
Sector Distribution
Financial Perspectives, Inc has about 54% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 54 |
| Technology | 16.7 |
| Healthcare | 13 |
| Consumer Cyclical | 3.8 |
| Communication Services | 3.5 |
| Utilities | 3.1 |
| Financial Services | 2.3 |
| Industrials | 1.8 |
| Consumer Defensive | 1.2 |
Market Cap. Distribution
Financial Perspectives, Inc has about 42.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 54 |
| MEGA-CAP | 24.9 |
| LARGE-CAP | 17.9 |
| SMALL-CAP | 2.7 |
Stocks belong to which Index?
About 44.3% of the stocks held by Financial Perspectives, Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 55.7 |
| S&P 500 | 41.1 |
| RUSSELL 2000 | 3.2 |
Financial Perspectives, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Financial Perspectives, Inc
Financial Perspectives, Inc has 721 stocks in it's portfolio. About 41.9% of the portfolio is in top 10 stocks. BSX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Financial Perspectives, Inc last quarter.
Last Reported on: 22 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.52 | 63,968 | 16,288,300 | reduced | -1.65 | ||
| AAXJ | ishares tr | 0.60 | 59,515 | 2,175,280 | added | 0.74 | ||
| AAXJ | ishares tr | 0.19 | 9,871 | 669,559 | added | 7.69 | ||
| AAXJ | ishares tr | 0.15 | 6,383 | 530,133 | added | 3.99 | ||
| AAXJ | ishares tr | 0.14 | 4,307 | 490,464 | added | 11.23 | ||
| AAXJ | ishares tr | 0.05 | 3,447 | 182,782 | reduced | -20.32 | ||
| AAXJ | ishares tr | 0.04 | 1,083 | 136,373 | added | 0.28 | ||
| AAXJ | ishares tr | 0.04 | 1,559 | 128,947 | added | 0.19 | ||
| AAXJ | ishares tr | 0.02 | 1,446 | 86,894 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 4,876 | 75,484 | reduced | -0.43 | ||
| AAXJ | ishares tr | 0.02 | 946 | 57,820 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 365 | 39,146 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 144 | 19,552 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.85 | 13,230 | 3,063,370 | added | 0.7 | ||
| ABNB | airbnb inc | 0.04 | 1,070 | 129,919 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.32 | 8,568 | 1,147,600 | added | 1.18 | ||
| ACES | alps etf tr | 0.01 | 521 | 29,937 | reduced | -79.54 | ||
| ACES | alps etf tr | 0.00 | 408 | 19,147 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.01 | 222 | 54,745 | unchanged | 0.00 | ||
| ACT | advisorshares tr | 0.03 | 2,829 | 101,116 | unchanged | 0.00 | ||